Unclaimed
Elizabeth Thayer is a financial advisor with over 20 years of experience in the financial services industry. Elizabeth is currently registered with Thrivent Advisor Network, LLC, where Elizabeth provides investment advisory services to retail clients. Prior to joining Thrivent Advisor Network, LLC, Elizabeth was a financial advisor at Purshe Kaplan Sterling Investments, Inc. and Thrivent Investment Management Inc. Elizabeth is a Certified Financial Planner™ professional and holds the Series 66, Series 7 and SIE licenses. Elizabeth is committed to providing her clients with personalized financial advice and guidance. Elizabeth's practice focuses on providing financial planning, investment management, and retirement planning services. Elizabeth is also a partner in ELMOBE LLC and a fixed insurance agent.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
07/17/2020 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MN
08/27/2020 - 09/04/2024
PURSHE KAPLAN STERLING INVESTMENTS (Minnetonka MN)
MN
09/05/2002 - 08/26/2020
THRIVENT INVESTMENT MANAGEMENT INC. (MINNETONKA MN)
BOTH
Issued 09/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Thayer is the right advisor for you? Invested Better is here to help.